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Independent Financial Partners CRD 125112
$16.3B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-10-06 |
Branch Locations
3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
1800 Glenarm Place Suite 1003, Denver, CO 80202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 09/2012 | 08/2025 |
| Cosyntris Advisory Network | Denver | CO | 08/2013 | 11/2020 |
| Bdo Wealth Advisors, Llc | Denver | CO | 12/2020 | 11/2023 |
| Choreo, Llc | Denver | CO | 11/2023 | 10/2025 |
| Ifp Securities, Llc | Tampa | FL | 10/2025 | Present |
(1) Micah J. Lang Revocable Trust, Micah Lang TTEE - not investment related - 9014 Martin Luther King Jr. Blvd - real estate - trustee - start date Jul 1, 2016 - one hour/month - Residential property manager (2) MJL Consulting Inc. - not investment related - 9014 Martin Luther King Jr. Blvd - pass-through S-Corp - consultant - start date Oct 31, 2008 - one hour/month - pass-through entity with no active business operations (3) Ash Brokerage - not investment related - 888 S. Harrison St., Suite 900 Fort Wayne, IN 46802 - fixed insurance brokerage - agent - start date Oct 6, 2025 - one hour/month - fixed insurance business conducted through Ash Brokerage
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-10-23 |
| S63 | Uniform Securities Agent State Law Examination | 1998-08-28 |
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